• Episode #55 - Private Foundations
    2025/06/17

    This week begins our series on some advanced topics in private philanthropy. We discuss an overview of private foundations.

    Website: www.thesavvyphilanthropist.podbean.com

    LinkedIn: https://www.linkedin.com/in/kirk-ross/

    X: @rossplan

    Email: thesavvyhilanthropist@gmail.com

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    8 分
  • Special Episode - Island History Trailer
    2025/06/16

    A bit of a crossover surprise today. I'm launching a new podcast, the Island History Podcast. Enjoy the trailer and be sure to subscribe.

    Website: www.thesavvyphilanthropist.podbean.com

    LinkedIn: https://www.linkedin.com/in/kirk-ross/

    X: @rossplan

    Email: thesavvyhilanthropist@gmail.com

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    4 分
  • Episode #54 - Life Insurance
    2025/06/10

    This week's episode explores that most exciting of financial topics - life insurance. It can be a great gift in some cases, but it has to be done right.

    Website: www.thesavvyphilanthropist.podbean.com

    LinkedIn: https://www.linkedin.com/in/kirk-ross/

    X: @rossplan

    Email: thesavvyhilanthropist@gmail.com

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    10 分
  • Episode #53 - Retirement Account Beneficiary Designations
    2025/06/03

    This week's episode explores the most tax-efficient way under current US law to make a charitable gift from your estate. Spoiler! It's the beneficiary designation on your qualified retirement account.

    Website: www.thesavvyphilanthropist.podbean.com

    LinkedIn: https://www.linkedin.com/in/kirk-ross/

    X: @rossplan

    Email: thesavvyhilanthropist@gmail.com

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    7 分
  • Episode #52 - The Bequest of John Harvard
    2025/05/27

    This week's episode is the story of the most famous bequest in US history. It was the first major charitable gift received by some new school recently established outside of Boston. You've probably heard of it.

    Website: www.thesavvyphilanthropist.podbean.com

    LinkedIn: https://www.linkedin.com/in/kirk-ross/

    X: @rossplan

    Email: thesavvyhilanthropist@gmail.com

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    7 分
  • Episode #51 - Bequests
    2025/05/20

    This week's episode is the first in our series of legacy gift vehicles. Bequests are the bread and butter of planned giving. Eventually, every one has an estate, and some peple choose to include philanthropy in theirs.

    Website: www.thesavvyphilanthropist.podbean.com

    LinkedIn: https://www.linkedin.com/in/kirk-ross/

    X: @rossplan

    Email: thesavvyhilanthropist@gmail.com

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    8 分
  • Episode #50 - Legacy Gifts
    2025/04/22

    This week's episode introduces our final category of philanthropic giving vehicles. These are gifts you make out of your estate when you pass away, i.e. the legacy you'd like to leave.

    Website: www.thesavvyphilanthropist.net

    LinkedIn: https://www.linkedin.com/in/kirk-ross/

    X: @rossplan

    Email: thesavvyhilanthropist@gmail.com

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    3 分
  • Episode #49 - Fortune's Children
    2024/10/30

    This week's episode is a little different. We talk about the rise and fall of one of the richest families in American history, the Vanderbilts.

    Website: www.thesavvyphilanthropist.net

    LinkedIn: https://www.linkedin.com/in/kirk-ross/

    X: @rossplan

    Email: thesavvyhilanthropist@gmail.com

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    14 分